Financial Advisor, Falmouth, MA

Financial Advisor, Falmouth, MA page is loaded## Financial Advisor, Falmouth, MA locations:
Mashpee:
Falmouth - Branch MAtime type:
Full time posted on:
Posted Todayjob requisition :
Req
1518083

Financial Advisor, Falmouth, MACountry:
United States of America
** It Starts Here:
** Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.  This is more than a strategic shift.  It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities
** We Want to Talk to You!
**** The Difference You Make:
** The Financial Advisor is responsible for identifying needs, understanding client objectives, and making appropriate investment/insurance recommendations consistent with compliance standards in an effort to achieve sales results and long term client satisfaction.
* Achieve and exceed both individual and branch related sales and revenue goals as defined on a quarterly basis.
* Maintain compliance with all applicable bank, broker/dealer, State and Federal regulations associated with the sale of investment and insurance products including Santander Policy Statement governing the sale of uninsured products.
* When appropriate, provide leads to branch personnel for the sale of other bank products and services such as deposit accounts and loans.
* Attend and actively participate in sales meetings, training initiatives, and planning sessions related to the development and growth of the program.
* Develop and execute quarterly business development plans in accordance with sales management's objectives surrounding the marketing and promotion of investment products and services.
* Maintain records, master operational procedures and provide sales and activity reports per management's request in a timely and efficient manner.
* Create strong internal and external relationships in an effort to develop referral sources and meet appointment objectives.
* Maintain required professional training and license requirements, including knowledge of FINRA compliance, FDIC compliance, the Bank's uninsured Products Policy Statement and all applicable state and federal regulations.
* Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch territory.
* Hold frequent client appointments, seminars and branch training sessions in an effort to secure long-term client relationships and provide sales leadership to internal business partners regarding investment and insurance products.
*
* What You Bring:

** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Bachelor's Degree or equivalent work experience:
Finance, Economics, Management Information Systems, Statistics or equivalent field.

- Required.
* Master's Degree:
Finance, Economics, Management Information Systems, Statistics or equivalent field.

- Preferred.
* 5+ Years Experience providing investment guidance and advice to clients - Required.
* 5+ Years Demonstrate a superior record of sales achievement while maintaining high ethical standards - Required.
* Very strong interpersonal communication skills, complemented by both excellent verbal and written communication.
* Superior knowledge of financial analysis, risk evaluation, loan documentation.
* Motivating, developing, and directing people as they work, identifying the best people for the job.
* Strong relationship management and negotiation skills.
* Ability of using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
* Attention to detail, being careful about detail and thorough in completing work tasks.
* Strong social orientation, preferring to work with others rather than alone, and being personally connected with others on the job.
* Demonstrated proficiency with Microsoft Office applications.
*
* Certifications:

*** NASD licenses : 6, 63, 7, 65 or 66 - Required.
* Appropriate state insurance licenses:

- Required.
** It Would Be Nice For You To Have:
*** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
* Experience in Microsoft Office products.
** What Else You Need To Know:
** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and…